Skip to main content
Fidelon
← All firms
Market Standing · 2026

The most transparent firms in San Jose-Sunnyvale-Santa Clara.

623 scored firmsTop 10 recognizedfidelon.com/markets/san-jose-sunnyvale-santa-clara-ca
1IA-only—92.5Arank within Top 10; below the 80 standard
2IA-only$45.8M91.3ARecognized · Top 10
3
Brightplan
CRD 283790
IA-only—91.2Arank within Top 10; below the 80 standard
4IA-only—91Arank within Top 10; below the 80 standard
5IA-only—91Arank within Top 10; below the 80 standard
6
Jie Shen, Cfa
CRD 289865
IA-only—91Arank within Top 10; below the 80 standard
7IA-only—91Arank within Top 10; below the 80 standard
8
Equityftw
CRD 331508
IA-only—91Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12IA-only—91A—
13IA-only—91A—
14IA-only$737K91A—
15
Cheng, Jen I
CRD 339213
IA-only—91A—
16IA-only—91A—
17
Vuefolio
CRD 160138
IA-only—91A—
18IA-only—90.8A—
19IA-only$5.5M90.7A—
20
Endowe Advisory
CRD 338697
IA-only$30090.6A—
21IA-only—90.6A—
22
Stantum
CRD 170360
IA-only$29.6M90.4A—
23IA-only$15.5M90.3A—
24IA-only$4.7M90.3A—
25IA-only$287M90.3A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in San Jose-Sunnyvale-Santa Clara

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    DANIEL S LEE
    BRIGHTPLAN LLC · Las Vegas, NV
    Sign in to view — free
  2. 2
    CHRISTOPHER JOHN THOMAS
    ALIGN WEALTH MANAGEMENT, LLC · San Jose, CA
    Sign in to view — free
  3. 3
    JOAN CHRISTINE GONZALEZ
    BRIGHTPLAN LLC · Framingham, MA
    Sign in to view — free
  4. 4
    BRANDON JOSEPH SMITH
    FLYWHEEL PRIVATE WEALTH LLC · Los Altos, CA
    Sign in to view — free
  5. 5
    KRISTEN F. WORTH
    FLYWHEEL PRIVATE WEALTH LLC · Los Altos, CA
    Sign in to view — free
  6. 6
    CHANTAL MUKAI HERSEY
    BRIGHTPLAN LLC · Berkeley, CA
    Sign in to view — free
  7. 7
    ROBERT A LYMAN
    JOHNSON LYMAN WEALTH ADVISORS · Los Altos, CA
    Sign in to view — free
  8. 8
    STUART EDWIN FRIEDMAN
    RILEY FRIEDMAN ASSET MANAGEMENT · Los Altos, CA
    Sign in to view — free
  9. 9
    RAMPRASAD SATAGOPAN
    EVEREST PRIVATE WEALTH · Cupertino, CA
    Sign in to view — free
  10. 10
    RANGA SRINIVASAN
    EVEREST PRIVATE WEALTH · Cupertino, CA
    Sign in to view — free
All financial advisors in San JoseFinancial advisory firms in San Jose